Investment Analyst (Qatarization)

Role Objective

Investment and Portfolio Responsibilities

• Analyze and report on potential fund investment opportunities.
• Support equity investment management within expected returns and acceptable risks.
• Support execution of investments matching the Bank's investment profile.
• Generate deal flow and project pipelines against investment strategy and risk criteria.
• Perform financial, commercial, risk, tax, and legal due diligence on existing investments.
• Assist with investment proposals for relevant Committees.

Transaction and Control Responsibilities

• Prepare and execute transactions, including quality control and transfer of funds.
• Perform deal transactions and provide accounting and administration information to Finance.
• Liaise with Treasury and Settlement Operations for settlement of deals.
• Verify and reconcile outstanding items related to Doha Bank NOSTRO accounts.
• Follow audit, compliance, and procedural control measures.
• Provide information to internal and external auditors and Compliance.

Reporting and Stakeholder Responsibilities

• Maintain investment pipelines and identify opportunities in alternative assets.
• Prepare broker performance assessments and recommendations.
• Prepare periodic and ad hoc activity reports and product presentations.
• Maintain profitability and revenue MIS in accordance with regulatory requirements.
• Respond to or escalate stakeholder queries and share relevant market knowledge.

Qualifications and Experience

• University degree in Business, Banking, Finance, Economics, or a related discipline.
• A master's degree in management or a related discipline is an added advantage.
• CFA or an equivalent qualification would be useful.
• 06–10 years of financial services or banking experience is required.
• Experience in equity investments within the banking industry is required.

Core Skills

• Investment allocation across bond, equity, and balanced portfolios.
• Portfolio risk and return evaluation, including holding period return, total returns, standard deviation, and volatility.
• Risk mitigation through correlation, diversification, active and passive strategies, hedging, and immunization.
• Equity deal structuring, negotiation, and monitoring.
• Financial modelling, trading opportunity identification, and trade order execution.
• Brokerage operations and broker performance reporting.
• MS Office proficiency, logical and analytical skills, and business writing.